Royce
Itschner
Clear Rock Advisors, LLC
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About this Advisor
Royce Itschner is a certified financial planner and personal financial specialist working out of Kerrville, Texas who has 4 years of relevant experience. Itschner currently works for Clear Rock Advisors, LLC. Itschner has gained experience at Clear Rock Advisors, LLC and Massey, Itschner & Co., P.C. Itschner has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Clear Rock Advisors, LLC is a financial advisory firm based in Kerrville, TX. The company has offices in two locations and a total of seven financial advisors. It has $400 million in total assets across its 567 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides financial advisory services to three charities and foundations. Of its 567 client accounts, 66% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Clear Rock Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Clear Rock Advisors, LLC Brokerage Details
$399,602,635
7
567
$704,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Royce Itschner Work History
Royce has been registered as a financial advisor for 4 years.*
Clear Rock Advisors, LLC
Massey, Itschner & Co., P.C
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Royce Itschner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clear Rock Advisors, LLC
Kerrville, TX
Dallas, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
Kerrville, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
